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OPTIMIZE CASE MANAGEMENT

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Today, law firms manage many forms of data and it can be challenging to keep it all organized and accessible, while keeping it secure. 

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Law Firms trust us with their data, financial transactions and client communication. 

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ORGANIZE YOUR CASE DATA

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Keep track of all your leads, clients, case details and documents in one online system.

DOCUMENTS AND FORMS

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Generate retainers, send for electronic signatures, and upload and manage case documents, photos, medical records, statements, police reports, insurance information and more...

TIME AND EXPENSES 

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Input time and expenses with notes and run reports by client and case.

APPOINTMENTS AND TASKS

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Schedule appointments or tasks with reminders and stay organized, on task and get reminders of upcoming things to do.

CLIENT PORTALS

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Communicate securely with clients through their online account (client portal).

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Make documents available to clients and let them upload case files from their portal into their case file. 

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Increase transparency and improve client satisfaction with an online account. 

WORKFLOWS

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Workflows are extremely valuable for tracking the status of every lead, case and important milestones.  Link workflows to tasks and client communication and you could have a well-oiled case management machine. 

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Improve visibility and accountability and make sure that no lead, case or client communication opportunity is missed.